Compare and Contrast the roles, responsibilities, licensing, and certification programs of careers related to
managing and analyzing personal and corporate financial portfolios, including:
financial planner
financial manager
financial analyst
controller
risk manager
cash manager
treasurer
chief financial officer (CFO)
Please refer to the pre-selected job descriptions for each of the above job in the SRM-Database
ASSIGNMENT: Part 1
With a partner, choose two (2) different careers and compare (how are they alike)
1. the roles of the jobs
2. the responsibilities of the jobs
3. the licensing and certification programs required
Extension: locate colleges and or universities on your own that would prepare an individual for these
careers and what degrees are offered in the fields
ASSIGNMENT: Part 2
On your own, choose two more careers and contrast (how are they different)
1. the roles of the jobs
2. the responsibilities of the jobs
3. the licensing and certification programs required
Extension: locate colleges and or universities on your own that would prepare an individual for these
careers and what degrees are offered in the fields
Present your "with a partner" and "on your own" findings using one of the presentation options
(You will be presenting a total of 4 career options)
SRM Unit 1
Table of Contents
Learning Target 3
Compare and Contrast the roles, responsibilities, licensing, and certification programs of careers related to
managing and analyzing personal and corporate financial portfolios, including:
Please refer to the pre-selected job descriptions for each of the above job in the SRM-Database
ASSIGNMENT: Part 1
With a partner, choose two (2) different careers and compare (how are they alike)1. the roles of the jobs
2. the responsibilities of the jobs
3. the licensing and certification programs required
Extension: locate colleges and or universities on your own that would prepare an individual for these
careers and what degrees are offered in the fields
ASSIGNMENT: Part 2
On your own, choose two more careers and contrast (how are they different)1. the roles of the jobs
2. the responsibilities of the jobs
3. the licensing and certification programs required
Extension: locate colleges and or universities on your own that would prepare an individual for these
careers and what degrees are offered in the fields
Present your "with a partner" and "on your own" findings using one of the presentation options
(You will be presenting a total of 4 career options)